Customer Onboarding

When you first log in to CaptiFi, a guided onboarding wizard walks you through setting up your venue. This takes about 5-10 minutes.

Step 1: Choose Your Device

You'll see two options:

Option A: CaptiFi Plug & Play (Recommended)

• Pre-configured access point
• Just plug in and enter a PIN — no networking knowledge needed
• Ships free to your address (typically 3-5 days; international deliveries can take a little longer)
• Includes Ethernet cable; your activation PIN arrives by email and is shown on your dashboard
• Requires a £60 refundable hold (released when you return the device)

Option B: Use Your Own Hardware

• Connect your existing UniFi, TP-Link Omada, or Ruckus Unleashed kit directly from the wizard
• Aruba, Cisco Meraki, Cisco WLC, and MikroTik are also supported — see the setup guides
• No additional hardware cost
• More technical setup required

→ Help choosing: Choosing Your Hardware

Step 2: Setup (varies by device choice)

If you chose CaptiFi Plug & Play:

1. Delivery Address — Enter where to ship your device
2. Payment — £60 refundable hold via Stripe (regional equivalents apply outside the UK)
3. Confirmation — You'll receive an order confirmation, and your activation PIN is shown in the dashboard and emailed to you when your device ships
4. Device typically arrives in 3-5 days

If you chose UniFi:

1. Connection method — Choose:
   • UniFi API Key (recommended, UniFi Network 9.1.105+)
   • UniFi Traditional (local admin username and password)
   • Behind double NAT? The Remote Tunnel path is available — see the UniFi guide
2. Controller address — CaptiFi tests it can reach your controller
3. Credentials — Enter your API key or local admin login
4. Site Selection — CaptiFi discovers your UniFi sites; choose which to manage

→ Full UniFi setup guide

Step 3: Configure Your Venue

After device/controller setup:

1. Venue Type — Select your business type (restaurant, bar, hotel, café, etc.)
2. Venue Name — Confirm your business name
3. Goals — What you want to achieve with CaptiFi

Step 4: Name Your WiFi Network

The onboarding asks for your WiFi network name (SSID) — the network guests will see and join. A sensible default based on your venue name is suggested.

Your branded splash page starts from a clean default; design it properly after onboarding using the Splash Page Builder (My Locations → Edit splash) — logo, colours, sign-in fields, and custom questions.

After Onboarding

Once complete, you'll land on your dashboard. From here:

• If CaptiFi device: Wait for delivery, then plug in and enter the activation PIN on the device's setup page — see the Quick Start Guide
• If UniFi: Configure the captive portal settings on your UniFi controller
• Start collecting guest data as soon as your device/AP is online

What Happens Next?

1. Device arrives → Plug in → Enter PIN → Go live
2. Guests connect → Data starts appearing in your dashboard
3. Set up integrations → Google Reviews, Mailchimp, etc.
4. Create campaigns → Send your first email campaign
5. Monitor analytics → Track performance and optimise

Need Help?

If you get stuck at any point:

• Live Chat — available on captifi.io
• Email — hello@captifi.io
• Documentation — you're already here!